See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,836 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,936 | $35,485-12.8% | $74,550-58.5% | $55,725-44.5% |
| Participation rate | 79.6% | 62.5%+17.1pp | 69.1%+10.5pp | 70.9%+8.8pp |
| Annual return | -6.09% | 0.72%-6.8pp | 32.53%-38.6pp | 244.93%-251.0pp |
| Employer contribution / active EE | $421 | $777-45.9% | $1,961-78.6% | $2,078-79.8% |
| Participant deferral / active EE | $2,866 | $2,181+31.4% | $3,108-7.8% | $3,356-14.6% |
| Admin fee / account holder | $140 | $114+22.0% | $5,060-97.2% | $115+21.1% |